Defined Benefit (Pension) · DOL Form 5500 · 2024

Board of Trustees of Beverage Drivers Local Union No. 67 Pension Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets: N/A
Participants Small participant base: 27th
Percentile by assets National rank

PlainRetire home → About this data RSS: change history

Official DOL plan name: Beverage and Brewery Drivers Local 67 Pension Fund Retirement Plan · Sponsored by Board of Trustees of Beverage Drivers Local Union No. 67 · Pennsylvania · Transportation & Warehousing

$2M in assets, N/A participants

Board of Trustees of Beverage Drivers Local Union No. 67's Beverage and Brewery Drivers Local 67 Pension Fund Retirement Plan reported $2M in total assets and N/A participants in its 2024 DOL Form 5500 filing, ranking in the 27th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

#929 in Transportation & Warehousing (3,299 peers)

What the 2024 filing shows

Beverage and Brewery Drivers Local 67 Pension Fund Retirement Plan holds $2M for N/A participants, in the lower half of filed plans by assets.

#929
in Transportation & Warehousing (3,299 peers): -0.6%
assets change YoY

The plan reported a net loss of $17K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Beverage and Brewery Drivers Local 67 Pension Fund Retirement Plan among the smaller filed plans by assets

Beverage and Brewery Drivers Local 67 Pension Fund Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$1,648,626 27th percentile higher than 27% of 123,620 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Filed plans by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Beverage and Brewery Drivers Local 67 Pension Fund Retirement Plan reported net income fell from $21K in the plan year 2023 filing to -$17K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 526120041 · Board of Trustees of Beverage Drivers Local Union No. 67 PY 2024 · Defined Benefit (Pension)

Beverage and Brewery Drivers Local 67 Pension Fund Retirement Plan · $2M · N/A · 27th

ASSETS $2M
ASSETS N/A
ASSETS 27th
ASSETS Defined Benefit (Pension)
ASSETS near Serralles Hotel, Inc. Pension Plan
ASSETS ind #929

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Transportation & Warehousing retirement plans → · Plans in Pennsylvania →

End-of-year total assets ($M) among Beverage and Brewery Drivers Local 67 Pension Fund Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)	$2M
Net Assets (End of Year)	$2M
Net Income	-$17K
Employer EIN	526120041
Plan Effective Date	1966-05-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Board of Trustees of Beverage Drivers Local Union No. 67)

Latest sponsor-wide plan assets: $2M 1.7570936862378674% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	N/A	$2M
2023	1	N/A	$2M
2024	1	N/A	$2M

Nearby Defined Benefit (Pension) Plans in Pennsylvania

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Beverage and Brewery Drivers Local 67 Pension Fund Retirement Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants

National Elevator Industry Pension Plan $12.2B · 28,308
Steelworkers Pension Trust $7.2B · 46,110
The PNC Financial Services Group, Inc. Pension Plan $5.5B · 58,779
The Bank of New York Mellon Corporation Pension Plan $5.2B · 6,387
Constellation Retirement Program $5.0B · 4,809

Compare Beverage and Brewery Drivers Local 67 Pension Fund Retirement Plan side-by-side with 3 peers →

Beverage and Brewery Drivers Local 67 Pension Fund Retirement Plan's closest out-of-state Defined Benefit (Pension) peers by assets

Outside Pennsylvania, the nearest Defined Benefit (Pension) by end-of-year assets is Serralles Hotel, Inc. Pension Plan in PR at $2M (this filing: $2M).

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Serralles Hotel, Inc. Pension Plan (PR) $2M · 111
Excel Building Systems, Inc. Defined Benefit Plan and Trust (MA) $2M · 18
Chul H. Chai Pension Plan (NJ) $2M · 1
Sol & Sons Shipping, Inc. Defined Benefit Plan (NY) $2M · 8

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Beverage and Brewery Drivers Local 67 Pension Fund Retirement Plan assets move in 2024? ▼

Beverage and Brewery Drivers Local 67 Pension Fund Retirement Plan held essentially flat - down 0.6% during 2024, from $2M to $2M. Reported net income was -$17K.

How have Board of Trustees of Beverage Drivers Local Union No. 67 plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Board of Trustees of Beverage Drivers Local Union No. 67's sponsor-wide assets declined 1.8%, from $2M to $2M.

Which Defined Benefit (Pension) plans are similar in size to Beverage and Brewery Drivers Local 67 Pension Fund Retirement Plan? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is Serralles Hotel, Inc. Pension Plan in PR ($2M, 111 participants).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 526120041.